Cboe US - Nasdaq Real Time Price USD

Opus Small Cap Value Plus ETF (OSCV)

35.04
-0.14
(-0.40%)
As of 2:19:14 PM EDT. Market Open.

Performance Overview: OSCV

Trailing returns as of 5/21/2025. Category is Small Blend.

YTD Return

OSCV
4.70%
Category
10.69%

1-Year Return

OSCV
0.82%
Category
0.18%

3-Year Return

OSCV
7.06%
Category
3.96%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OSCV
Category
YTD
-6.89%
-10.69%
1-Month
-1.61%
-2.86%
3-Month
-8.08%
-13.32%
1-Year
2.53%
-0.18%
3-Year
4.50%
3.96%
5-Year
12.31%
11.72%
10-Year
0.00%
6.59%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
OSCV
Category
2024
11.65%
11.15%
2023
10.14%
16.18%
2022
-11.39%
-16.24%
2021
27.69%
24.19%
2020
4.90%
10.99%
2019
27.51%
23.75%

ETF Summary

The fund is an actively managed exchange-traded fund ("ETF") that invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization U.S. companies. The fund's sub-adviser defines a small-capitalization companies as those that, at the time of investment, fall within the lowest 15% of the total U.S. equity market capitalization, as calculated annually. The fund’s equity securities primarily include common stocks, real estate investment trusts (“REITs”), and ADRs representing the stock of a foreign company.

ETF Overview

Category Small Blend
Fund Family APTUS ETFs
Net Assets 519.56M
YTD Daily Total Return -4.70%
Yield 1.28%
Legal Type Exchange Traded Fund

Related Tickers